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Summit Wealth Group’s iShares 5-10 Year Investment Grade Corporate Bond ETF IGIB Stock Holding History

Summit Wealth Group’s Portfolio IGIB Stock Details IGIB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$20.3M Buy
381,429
+8,398
+2% +$446K 4.14% 4
2026
Q1 		$19.9M Buy
373,031
+15,091
+4% +$812K 4.56% 3
2025
Q4 		$19.3M Buy
357,940
+8,742
+3% +$473K 4.5% 3
2025
Q3 		$18.9M Buy
349,198
+9,749
+3% +$521K 4.57% 3
2025
Q2 		$18.1M Buy
339,449
+239,992
+241% +$12.5M 4.65% 3
2025
Q1 		$5.22M Buy
99,457
+1,119
+1% +$58.1K 1.53% 19
2024
Q4 		$5.07M Sell
98,338
-10,170
-9% -$533K 1.47% 19
2024
Q3 		$5.83M Sell
108,508
-11,867
-10% -$626K 1.68% 16
2024
Q2 		$6.17M Buy
+120,375
New +$6.13M 1.85% 14
2023
Q3 		– Sell
-32,765
Closed -$1.66M – 51
2023
Q2 		$1.66M Buy
32,765
+32,355
+7,891% +$1.64M 0.67% 25
2023
Q1 		$21K Buy
+410
New +$20.8K 0.5% 31

Other funds holding IGIB

Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
AC
Allstate Corporation Northbrook, Illinois $10B AUM 30.74% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
OCM
One Capital Management Westlake Village, California $3.6B AUM 16.02% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Summit Wealth Group's IGIB Position: Q2 2026 in Review

Summit Wealth Group increased its iShares 5-10 Year Investment Grade Corporate Bond ETF (IGIB) stake by 2.3% in Q2 2026, buying an estimated $446K and bringing the position to 381,429 shares worth $20.3M. The position accounts for 4.14% of the portfolio, ranked #4.

Summit Wealth Group first reported a position in IGIB in Q1 2023 and has held it in 11 quarters since. 709 funds tracked by Wall St. Rank hold IGIB as of Q2 2026.

  • Summit Wealth Group held 381,429 shares of iShares 5-10 Year Investment Grade Corporate Bond ETF worth $20.3M as of Q2 2026.
  • Summit Wealth Group bought 8,398 iShares 5-10 Year Investment Grade Corporate Bond ETF shares in Q2 2026, an estimated $446K.
  • iShares 5-10 Year Investment Grade Corporate Bond ETF made up 4.14% of Summit Wealth Group's portfolio in Q2 2026, its #4 holding.
  • Summit Wealth Group first reported a position in iShares 5-10 Year Investment Grade Corporate Bond ETF in Q1 2023 and has held it in 11 quarters since.
  • 709 funds tracked by Wall St. Rank held iShares 5-10 Year Investment Grade Corporate Bond ETF as of Q2 2026.

Based on Summit Wealth Group's 13F filing for Q2 2026, filed 4 Aug 2026.